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Financial Planners in Rhode Island

Financial Planners in Providence, RI

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Here is a complete directory of nearly all available Financial Planners in Providence, RI.

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62 results found

Bill Coldwell Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Leader • Counselor • Managers • Advisor • Information Technology Specialist • IT Specialist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Hospital Care Professional • Health Professional • Health Practitioner • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Chief Executive • Operations Manager • Technology Director • Technology Manager • Technical Managers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior PMO Consultant at Fidelity Investments
Title:
PMO Leader
Location:
Providence, Rhode Island
Industry:
Information Technology and Services
Work history:
Fidelity Investments - Smithfield RISenior PMO Consultantsince May 2012Saunders & Associates Financial PlannerAug 2009 - Nov 2010
Skills:
Vendor Management, Infrastructure, Business Process Improvement, Program Management, PMO,...
Full Profile

Matthew Sweet Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Planner at Randall Financial Group, LLC
Location:
Providence, Rhode Island Area
Industry:
Investment Management
Work history:
Randall Financial Group, LLC Financial PlannerBank of America Trust Officer1997 - 2008
Full Profile

Kristie Galligan Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Team Member • Office Clerk • Clerical Specialist

Experience & Education

Work

Company:
Linehan photography
Administration / assistant
Company:
David p gerstenblatt & associates
Financial planner / practice administrator
Full Profile

Dawn Lamothe Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Planner at Johnson & Wales University
Location:
Providence, Rhode Island Area
Industry:
Higher Education
Work history:
Johnson & Wales University Financial Planner
Full Profile

Anne Vincent Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Translator • Bilingual Communications Specialist • Linguist • Language Specialist • Independent Contractor • Contractor • Independent Business Owners

Experience & Education

Position:
Translator at Freelance (Self-employed)
Title:
Independent French Translator (Finance and Economics)
Location:
Providence, Rhode Island Area
Industry:
Translation and Localization
Work history:
Freelance Translatorsince Jul 1993Old Stone Bank Corporate Financial PlannerAug 1982 - Jan 1990
Skills:
Translation, Economics, French, English, Writing, Press Releases, Translation Services, Foreign...
Full Profile

Robert Rebussini Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Owner • Chief Executive • Agent • Sales Agent • Sales Representative • Advisor

Experience & Education

Position:
Financial Planner at Integrated Financial Partners, Inc./ Lincoln Financial Advisors
Title:
Financial Planner
Location:
Providence, Rhode Island Area
Industry:
Investment Management
Work history:
Integrated Financial Partners, Inc./ Lincoln Financial Advisors Financial Plannersince Dec 1986
Certifications:
CFS
LUTCF
Full Profile

Kathleen Ringler Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Planner at Lighthouse Financial Group
Location:
Providence, Rhode Island Area
Industry:
Investment Management
Work history:
Lighthouse Financial Group Financial Planner
Full Profile

Kevin Worthley Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative

Experience & Education

Position:
Financial Planner at Retirement Planning Company of New England
Title:
Member at Business Network International (BNI)
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Retirement Planning Company of New England Financial Plannersince Mar 2000
Full Profile

Dan Shramek Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Advisor • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Consultant • Market Analyst • Market Research Analyst • Advertising Sales Agent • Chief Executive • Operations Manager • Business Administration Specialist • Systems Support Specialist • Support Specialists

Experience & Education

Position:
Associate Wealth Management Advisor at Northwestern Mutual Wealth Management Co.
Title:
Associate Wealth Management Advisor
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
UBS Financial Services Inc. Financial PlannerFeb 2008 - Sep 2009Shramek Marketing Marketing ConsultantMar 2004 - Sep 2006
Full Profile

John Damiano Providence, RI

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Security • Operations Manager • Vice President • Chief Executive

Experience & Education

Position:
Tax and Financial Consultant at Damiano CPA / Gladewater National Bank / Ameriprise Financial...
Title:
Tax & Financial Consulting at Damiano CPA / Gladewater National Bank / Ameriprise Financial Services
Location:
Providence, Rhode Island Area
Industry:
Banking
Work history:
Damiano CPA / Gladewater National Bank / Ameriprise Financial Services Tax and Financial Consultantsince Jun 2012Damiano CPA, LLC Tax and Financial Consultantsince Jun 2012
Skills:
Mortgage Lending, CRM, Management, Business Development, Finance, Operations Management, Sales,...
Full Profile

Scott Cltc Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Partner • Manager • Sales Manager • Sales Director • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner/Sales Manager at Legacy Financial Group a General Agency of Mass Mutual Financial Group
Title:
Partner/Sales Manager
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Legacy Financial Group a General Agency of Mass Mutual Financial Group Partner/Sales Managersince 2008Prudential Financial Manager Financial Services and Financial Planner1997 - 2008
Full Profile

Bill Sylvia Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
LPL Financial Planner at The Patriot Financial Group
Title:
Financial Planner at The Patriot Financial Group
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
The Patriot Financial Group LPL Financial Plannersince Aug 2007
Full Profile

Guido Sarcione Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Planner/Registered Representative at Baystate Financial Services
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Full Profile

David Sidman Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Senior Mortgage Advisor at American Home Bank
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
American Home Bank Senior Mortgage Advisorsince Nov 2009SB Mortgage Senior Mortgage AdvisorJan 2008 - Nov 2009
Skills:
Mortgage Lending, First Time Home Buyers
Full Profile

Martin Connell Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advisor • Attorney At Law • Lawyers • Jurist • Legal Counsel

Experience & Education

Position:
Career Advisor at Johnson & Wales University
Location:
Providence, Rhode Island Area
Industry:
Higher Education
Work history:
Johnson & Wales University Career Advisorsince Jan 2011Johnson & Wales University Financial Planner2005 - 2010
Full Profile

Kevin Mcgrady Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Planner at Integrated Financial Partners
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Full Profile

Matthew Ditomasso Providence, RI

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician

Experience & Education

Position:
Financial Planner at Merrill Lynch
Title:
Financial Advisor at Merrill Lynch
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Plannersince Nov 2011Fidelity Investments Fidelity Investments RepresentativeAug 1998 - Mar 2010
Full Profile

Arthur C Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Planner / Principal, Wealth Management Resources, Inc.
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Full Profile

Andrea Ritch Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Agent • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Proprietor at Andrea M. Ritch - Financial Planning & Investment Advisory Services
Title:
Financial Planner/Investment Advisor Representative
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Andrea M. Ritch - Financial Planning & Investment Advisory Services Proprietorsince Sep 2008Brown Advisory Group, LLC Registered Representative/Investment AdvisorJul 1999 - Sep 2008
Full Profile

Keith Lagasse Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Chairperson • Chief Executive

Experience & Education

Title:
Series 7, 66 Licenses, Life and Accident & Health Licenses
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial PlannerSep 2008 - Oct 2008
Full Profile

Christian Olderich Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative

Experience & Education

Position:
Financial Planner at New York Life Insurance Company
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
New York Life Insurance Company Financial PlannerNew York Life Insurance Company Licensed Agent for a Fortune 100 Insurance CompanyMay 2008 - Jan 2010
Full Profile

Shawn Mccormack Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Cashier Supervisor • Cashier Clerk • Cashier

Experience & Education

Position:
Financial Planner at CVS
Location:
Providence, Rhode Island Area
Industry:
Retail
Work history:
CVS Financial Plannersince Apr 2007Cross Retail Ventures Category Manager - Cross Retail Ventures2006 - 2007
Full Profile

Beth Wandyes Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Athletic Administrator • Sports Manager • Supporting Member • Team Member

Experience & Education

Position:
Associate Athletic Director at Bryant University
Location:
Providence, Rhode Island Area
Industry:
Higher Education
Work history:
Bryant University Associate Athletic Directorsince Jun 2007Johnson and Wales University Financial PlannerJul 2004 - Mar 2006
Skills:
Sports Management, Sports, Event Planning, Student Affairs, Higher Education
Full Profile

Spencer Seitz Providence, RI

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at The Ameriprise Financial Office of James Blackerby, Financial Planner at...
Title:
Financial Advisor at The Ameriprise Financial Office of James Blackerby
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
The Ameriprise Financial Office of James Blackerby Financial AdvisorAmeriprise Financial Services, Inc. Financial Plannersince 2008
Full Profile

Jesse Sherwood Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Manager, Financial Services & Financial Planner at Prudential Financial
Title:
Manager, Financial Services & Financial Planner
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Prudential Financial Manager, Financial Services & Financial Plannersince Apr 2004
Full Profile

Charles Abramson Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Direct Support Professional • Customer Service Technical Representative • Customer Service Associate • Client Service Officer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Customer Service

Experience & Education

Position:
Direct Support Professional at Perspectives Corporation
Title:
Financial Planner
Location:
Providence, Rhode Island Area
Industry:
Real Estate
Work history:
Perspectives Corporation Direct Support Professionalsince Nov 2009
Full Profile

John Trevor Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager

Experience & Education

Title:
Financial Planner and Investment Manager
Location:
Providence, Rhode Island Area
Industry:
Investment Management
Full Profile

Nathaniel Foss Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor

Experience & Education

Position:
Financial Planner at MassMutual
Title:
Financial Planner at MassMutual and Financial Services Consultant
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
MassMutual Financial Planner
Full Profile

Lynn Redding Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Planner
Location:
North Providence, Rhode Island
Industry:
Financial Services
Work history:
VALIC Financial PlannerMay 1999 - Sep 2011
Full Profile

Dave Weinberg Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Bookkeeper

Experience & Education

Title:
Financial Planner/Adviser
Location:
Providence, Rhode Island Area
Industry:
Investment Management
Work history:
Integrated Financial Partners Financial Planner1995 - 2010
Full Profile

Craig Dumas Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Director of Quality Control • Compliance Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chief Compliance Officer at KLR Wealth Management, LLC
Title:
Financial Planner
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
KLR Wealth Management, LLC Chief Compliance Officersince Feb 2006
Full Profile

Cheryl Dugas Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Planner at SKM Wealth Management, LLC
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Full Profile

Heather Newton Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sr Financial Planner at Johnson & Wales University
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Johnson & Wales University Sr Financial Planner
Full Profile

Arlene Rosbottom Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Planner

Experience & Education

Position:
CPA/Financial Planner at Corrigan Financial, Inc.
Location:
Providence, Rhode Island Area
Industry:
Investment Management
Work history:
Corrigan Financial, Inc. CPA/Financial Planner
Full Profile

Mike Valois Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive

Experience & Education

Title:
Owner, Financial Planner
Location:
Providence, Rhode Island Area
Industry:
Insurance
Full Profile

Michael Valois Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive

Experience & Education

Title:
Owner, Financial Planner
Location:
Providence, Rhode Island Area
Industry:
Insurance
Full Profile

Joel Greenwald Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial planner at lovelyand co
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Lovelyand co Financial planner
Full Profile

Ralph Salvatore Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Planner/CPA at Corrigan Financial, Inc.
Location:
Providence, Rhode Island Area
Industry:
Investment Management
Full Profile

Randal Poirier Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Planner at Independence Financial Partners
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Full Profile

John Peacock Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
LPL Financial Planner at Peacock Financial Group LLC
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Peacock Financial Group LLC LPL Financial Plannersince Sep 1990
Full Profile

Daniel Gamm Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Planner at Ameriprise
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Full Profile

Nate Foss Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor

Experience & Education

Title:
Financial Planner at MassMutual and Financial Services Consultant
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Full Profile

Tommy Bruneau Providence, RI

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Human Resources Specialist • Training and Development • Recruitment • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Chief Administrative Officer • Chief Executive • Business Administrator • Area Manager • Managers • Shift Manager • Training Manager • Executive Team Leader • Chief Executive Officer • Chief Operating Officer • Chief Knowledge Officer • Financial Director • Marketing Director • Chief Visibility Officer • Chief Digital Officer • Chief Revenue Officer • Chief Learning Officer • Technology Director • Founder • Chief Information Officer • Vice President • Chairperson • Director • Region Manager • Operations Manager • Corporate Executive • General and Operations Manager • Director of Operations • Development Director • HR Manager • Financial Officer • Financial Manager • Technology Manager • Technical Managers • Founding Member • Marketing Manager • Chief Accountant • Certified Public Accountant • Finance and Accounting Specialist • Account Manager • Accounting Bookkeeper • Bookkeeper • Doctor of Medicine • SEO Specialist • Web Marketer • Biotechnology Professional • Biologist • Biological Scientist • Regional Sales Consultant • Sales Representative • Client Service Officer • Customer Service

Experience & Education

Position:
Business Performance Advisor at Insperity
Title:
Inspiring Business Performance with Strategic Human Capital Systems
Location:
Providence, Rhode Island
Industry:
Human Resources
Work history:
Insperity - Waltham, MaBusiness Performance Advisorsince Jan 2012Kforce Inc. - Boston, MaTalent RepresentativeOct 2011 - Dec 2011
Skills:
P&L Management, Development Of People, Sales Operations, Direct Recruiting, Payroll, New...
Financial Planner at MetLife
Full Profile

Scott Wasserman Providence, RI

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Inbound Marketer • Marketing Consultant • Advertising Professional • Web Marketer • Market Analyst • Market Research Analyst • Advertising Sales Agent • Research Analyst • Research Assistant • Researcher • Survey Researcher • Partner • Managing Partner • Owner • Director • Chief Executive Officer • Sales Director • Marketing Manager • Chief Executive • Operations Manager • Corporate Executive • Sales Manager • Evangelist • Preacher • Religious Worker • Internet Marketing Manager • Financial Officer • Financial Manager • Business Consultant • Advisor • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Certified Digital Marketing Consultant, Certified Research Analyst/Managing Partner at Wasserman...
Title:
Inbound Marketing Professional - Wasserman Inbound Marketing- Hubspot Partner- Search Engine and Content Development
Location:
Providence, Rhode Island Area
Industry:
Marketing and Advertising
Work history:
Wasserman Inbound Marketing Certified Digital Marketing Consultant, Certified Research Analyst/Managing Partnersince Jul 2008Hair Club for Men and Women Owner/Managing DirectorAug 1998 - Jul 2008
Skills:
SEO, Email Marketing, Social Media, Competitive Analysis, E-commerce Solutions, Analytics, SEM,...
Financial Planner at American Express Financial Ad..
Full Profile

Mcwales Okunfolami Providence, RI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chief Executive • Chief Executive Officer • Chairperson • Corporate Executive • Counselor • Advisor • Information Technology Specialist • IT Specialist • Vice President • Manager • Team Leader • Board Member • Chief Information Officer • Operations Manager • Management Team Executive • Technology Director • Technology Manager • Technical Managers • Project Managers • Leader • Business Intelligence Professional • Supporting Member • Project Manager • Managers • Business Consultant • Team Member • Computer Specialist • Tax Preparer • Tax Accountant • Psychologist • Psychology Specialist

Experience & Education

Position:
Chief Executive Consultant/Advisor at GatePath 2000Plus Consulting Services, President at The...
Title:
Chief Executive Consultant/Advisor at GatePath 2000Plus Consulting Services
Location:
Providence, Rhode Island Area
Industry:
Information Technology and Services
Work history:
GatePath 2000Plus Consulting Services - Providence, Rhode Island AreaChief Executive Consultant/Advisorsince Jul 2006The 2000Plus Investments Clubs - Providence, Rhode Island AreaPresidentsince Sep 1995
Skills:
Metrics, IT Governance, ITIL, Systems Analysis, Customer Relations, Program Management, Process...
Full Profile

Timmy Mcgraw Providence, RI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
CERTIFIED FINANCIAL PLANNER at Ameriprise Financial Services, Inc.
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Full Profile

Sean Agid Providence, RI

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Analysts • Production Assistant • Business Administrator • Organization Management • Shift Manager • Managers • Manufacturing Laborer • Laborer • Treasurer • Chief Executive • Financial Officer • Financial Manager • Operations Manager • Captain • Student Worker

Experience & Education

Position:
Junior Financial Analyst at Sector3 Appraisals, Inc
Title:
Junior Financial Analyst at Sector3 Appraisals, Inc.
Location:
Providence, Rhode Island
Industry:
Financial Services
Work history:
Sector3 Appraisals, Inc Junior Financial Analystsince Jun 2013University of Rhode Island StudentAug 2009 - May 2013
Languages:
English, Chinese
Financial Planner Intern at Barnum Financial Group
Full Profile

Duane Boucher Providence, RI

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • School Principal • School Administrator • Educational Manager • Agent • Sales Representative • Manager • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Principal Broker at Boucher Real Estate, Inc.
Title:
Real Estate Broker
Location:
Providence, Rhode Island Area
Industry:
Real Estate
Work history:
Boucher Real Estate, Inc. - 600 Cass Avenue, Woonsocket RI 02895Principal Brokersince May 2010Boucher & Company - 600 Cass Avenue, Woonsocket RI 02895Principal BrokerJan 1998 - May 2010
Skills:
Real Estate, Investment Properties, Residential Homes, Condos, Single Family Homes, Leases, Buyer...
Financial Planner at Advanced Financial Strategies
Full Profile

Peter Fitzpatrick Providence, RI

Professions & Specialties

Account Service Manager • Agent • Client Service Officer • Sales Representative • Manager • Operations Manager • Bachelor of Science • Customer Service • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sr. Account Executive at UnitedHealthcare
Location:
Providence, Rhode Island Area
Industry:
Insurance
Work history:
UnitedHealthcare Sr. Account Executivesince Jul 2001Combined Service LLC Account ExecutiveOct 1996 - Feb 2000
Financial Planner at John Hancock
Full Profile

Arthur Everly Providence, RI

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Compliance Officer

Experience & Education

Position:
Owner / Principal at Wealth Management Resources, Inc.
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Wealth Management Resources, Inc. Owner / Principalsince Jan 1994
Skills:
Financial & Estate Planning
I have served as a financial planner and principal for Wealth Managem..
Full Profile


Financial Planners near Providence, RI0123North AttleboroWoonsocketSmithfieldFranklinFall RiverWarwickNorth SmithfieldCranstonSeekonkWrentham